User roles are a way for your organization to control who can access what in your Align database. Just as you would with your IT or accounting systems, you want to limit who can access your data or make changes to your information in Align.

The only preset user role in the system is the Administrator. This is the highest level of access and is not a role you would give to everyone in your organization.

There are recommended settings for each in the mobile app user guide, which can be a good starting point.

Once you select that, it will open your current list of available roles, as well as showing how many users are assigned to each role and how many permissions are enabled.

To create a new user role, select Create New from the top right corner, which will open up a pop up. From there, you can customize the permissions and name of the role. If you have any questions about permissions, there is an information icon (i) next to each permission. If you hover over the i, it will give you an explanation of what each permission does. There are also different levels of permissions (Access/View, Add/Edit, Delete, and Perform)

Once you assign permissions, it is best practice to test out each role, to make sure that it allows the correct level of access.

Another best practice is to only assign one user role to each employee. If there are multiple roles, and conflicting permissions, it can cause issues.